13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated

EPR PPTYS

34 institutions still hold EPR PPTYS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26884u307·34 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.8%
vs prior quarter
13F value held
$62M
47.0% inst. owned
of float
Holders
34
-107 QoQ
filers reporting
Activity
+93 / −7
+964 added · −918 reduced
this quarter
Concentration
31.36%
Weiss Asset Management LP #1
top holder share
AI Holders Summary · Q1 2026

34 institutions reported EPR PPTYS in Q1 2026. Weiss Asset Management LP leads at 31.4% of the visible book. -107 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Weiss Asset Management LP
CIK 0001357550
$19M640K0.33%Q1 202602
BlackRock, Inc.
CIK 0002012383
$7M245K0.00%Q1 202603
CAMDEN ASSET MANAGEMENT L P /CA
CIK 0000903944
$6M197K0.20%Q1 202604
WESTWOOD HOLDINGS GROUP INC
CIK 0001165002
$6M184K0.04%Q1 202605
LDR Capital Management LLC
CIK 0001566089
$5M173K7.07%Q1 202606
INFRASTRUCTURE CAPITAL ADVISORS, LLC
CIK 0001621802
$3M100K0.21%Q1 202607
Beverly Hills Private Wealth, LLC
CIK 0001965710
$2M76K0.39%Q1 202608
Aequim Alternative Investments LP
CIK 0001728201
$2M72K0.04%Q1 202609
DigitalBridge Group, Inc.
CIK 0001679688
$2M68K0.13%Q1 202610
PALISADE CAPITAL MANAGEMENT, LP
CIK 0001009006
$2M59K0.06%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M50K0.00%Q1 202612
Warberg Asset Management LLC
CIK 0001597506
$1M49K0.25%Q1 202613
Skaana Management L.P.
CIK 0001860998
$1M47K0.48%Q1 202614
BROOKFIELD Corp /ON/
CIK 0001001085
$735,80424K0.00%Q1 202615
LPL Financial LLC
CIK 0001403438
$445,24915K0.00%Q1 202616
SCHNIEDERS CAPITAL MANAGEMENT LLC
CIK 0001603937
$324,27210K0.06%Q2 202517
SCHNIEDERS CAPITAL MANAGEMENT, LLC.
CIK 0002057056
$270,3829K0.04%Q1 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$264,7809K0.00%Q1 202619
HEITMAN REAL ESTATE SECURITIES LLC
CIK 0001080117
$247,1728K0.02%Q1 202620
Avise Financial Cooperative, Inc.
CIK 0002013342
$237,5418K0.20%Q1 2026
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